The Truth About CRM & ERP Software

I recently spoke with a company at a local user group meeting that was just finishing a quick start CRM system deployment. They shared with me a sentiment regarding their new system that I was becoming very familiar with. Once their system had gone live, it...

The internet of things (IoT) has become a symbol of future business opportunities. Proponents of the integrated series of objects, devices, and machines point to the infinite amount of opportunities available to businesses that embrace this innovation. But what role will the IoT play with ...

Transfer account records across users without transferring ownership of all prior activities

A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100...

How Much Does CRM Software Cost?

One of the most common questions we receive is, "how much does CRM software cost?". This is type of inquiry is is actually pretty straightforward; however there is vital information that will ultimately determine your final CRM software cost.